Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $770,377 | $87,166+783.8% | $76,735+903.9% | $137,256+461.3% |
| Participation rate | 88.9% | 74.4%+14.5pp | 69.5%+19.4pp | 80.0%+8.9pp |
| Annual return | 15.21% | 26.50%-11.3pp | 29.77%-14.6pp | 220.34%-205.1pp |
| Employer contribution / active EE | $17,877 | $2,904+515.5% | $2,454+628.4% | $4,156+330.1% |
| Participant deferral / active EE | $23,620 | $4,726+399.8% | $4,088+477.8% | $6,407+268.7% |
| Admin fee / account holder | $22,599 | $8,403+168.9% | $7,189+214.3% | $12,270+84.2% |